PLANSOURCE Eclipse 2020 has been canceled

2020 Agenda

Elevate your work at the most exclusive event in benefits and hr

Tuesday 05/05
Wednesday 05/06
Thursday 05/07
2:00 pm
-
6:00 pm
Registration & Help Desk Open
5:00 pm
-
6:00 pm
Sponsor Expo
5:15 pm
-
6:00 pm
Happy Hour
6:00 pm
-
6:45 pm
Welcome Kickoff

The red carpet is ready! Come join our lineup of stars as they give short, TED Talk-style presentations, awarding some truly innovative companies that have learned the secrets of success and achieved great things.

Darren
Rowe |
Chief Innovation Officer
| Wamberg Genomics
Frank
B. Mengert |
Founder
| ebm
Manuel
Tafoya |
Director of People & Culture
| Avocado Green Mattress
Siona
Henderson |
Chief of Great People
| Streetsense
Taylor
Clausen |
VP of Strategic Partnerships
| Jellyvision
Uche
Enemchukwu |
Senior Consultant
| Nelu Diversified Consulting Solutions
6:45 pm
-
9:00 pm
Welcome Reception
6:15 am
-
7:00 am
Rise & Shine Activity
7:30 am
-
8:15 am
Breakfast
8:30 am
-
9:15 am
PlanSource Keynote

Eclipse day two kicks off with CEO Dayne Williams and special guests, who will give you a sneak peek at some of the innovations we have in the works. Hear firsthand how our customers are using technology to make a big impact on their businesses and the lives of their employees.

Dayne
Williams |
Chief Executive Officer
| PlanSource
9:45 am
-
10:45 am
Guest Keynote: Face It. Embrace It. Defy It. Conquer It!

As a young girl, Victoria Arlen came down with two rare neurological disorders which put her in a vegetative state for four years. She was locked within herself, unable to communicate with those around her. When she finally emerged from the coma, she was paralyzed from the waist down because of damage to her spine. However, Victoria didn’t lose her strength or steadfast determination, and went on to win a gold medal for swimming at the London 2012 Paralympics. Then, after years of therapy, she regained the ability to walk and realized her dream of becoming one of the youngest on-air hosts ever hired by ESPN. In her keynote, Victoria shares her own story and how to confront any challenge life delivers. She speaks about the perspective we give to the obstacles in our lives, how to change it, and how to push off of those roadblocks to achieve greater heights.

Victoria
Arlen |
Paralympian, Actress, and ESPN Television Host
10:45 am
-
11:15 am
Book Signing and Networking Break
11:15 am
-
11:45 am
Digital Transformation: Building the Customer Experience of the Future

The changing consumer experience has driven a lot of the change in the health care and benefits world thus far. From the online shopping experience to 24/7 customer support to the ability to access your benefits on any device, many developments in benefits technology were standards first in the regular consumer world. As the industry becomes even more crowded with stakeholders offering the latest in customer experience, where is this experience headed next? In this general session, you’ll explore how companies are leveraging data and how the latest innovations are changing our lives as we interact with insurance companies down the road.

Stephanie
Shields |
SVP, Broker Sales
| Aflac
11:45 am
-
12:45 pm
Lunch al Fresco & Sponsor Expo
Tracks
Advisor Track
Get the big picture on the state of the benefits market and hear what savvy benefits advisors are doing to stay competitive.
HR Track
Learn how pressing social issues are affecting the workplace and get practical ideas from fellow HR experts on how to stay ahead of the curve.
Plansource deep dive track
Prepare to get your hands dirty! Participate in interactive demos and product walkthroughs led by PlanSource experts.
1:00 pm
-
1:45 pm
Breakout Session Workshops
View Tracks +
3 Strategies to Fuel Agency Growth
+
1:00 pm - 1:45 pm
Advisor Track

The benefits advisor industry is typically stereotyped as being “old school”, but businesses should be careful to avoid using that as an excuse for falling behind the competition. Bring your business and your clients into the future with this personalized, interactive workshop. You’ll learn how to improve productivity, craft a unique message that stands out from the competition, and how to market that message and take it to a larger scale.

Andy
Neary
Healthcare Strategist
| The Olson Group
Wellness Workshop: Breaking Barriers to Diversity and Inclusion
+
1:00 pm - 1:45 pm
HR Track

Employers are more dedicated than ever to providing comprehensive health and financial wellness programs to their employees. However, engagement remains a persistent challenge. This session will help employers understand how to align wellness programs with diversity and inclusion initiatives and effectively address barriers to wellness program engagement.

Uche
Enemchukwu
Senior Consultant
| Nelu Diversified Consulting Solutions
Making the Most of PlanSource: An Interactive User Workshop
+
1:00 pm - 1:45 pm
PlanSource Deep Dive Track

In this interactive deep dive workshop, PlanSource experts will go over techniques, tricks and best practices within the PlanSource system. You’ll see firsthand demos and get personalized input on how to optimize your benefits technology investment, directly from the system experts.

2:00 pm
-
2:45 pm
Breakout Session Panels
View Tracks +
Preparing for the Future of Benefits
+
2:00 pm - 2:45 pm
Advisor Track

Leading benefits advisors have joined forces on the Eclipse stage to look into the crystal ball and describe what the future holds for benefits programs, HR strategy and technology. Our panelists will draw on years of experience to provide attendees with concrete ways to prepare their organizations for a not-so-distant future in which artificial intelligence, machine learning and bots have drastically altered the HR landscape.

Anne
Burkett |
National Practice Leader, HR Technology
| USI
Chris
Krusiewicz |
Vice President
| Burnham Benefits
Dennis
Carlson |
Founder
| Agency Leverage
Real Life Success Stories
+
2:00 pm - 2:45 pm
HR Track

What are the steps to a successful benefits program? It’s not as simple as following instructions in a manual, but learning how others have overcome benefits and HR challenges can be one of the best ways to find your own path. We’ve gathered a panel of HR veterans who have seen it all and have great insight to share about how to take your benefits program to the next level.

Andrea
Evanter |
SVP - Human Capital
| The CORE Group
Jeanne
Achille |
Founder & CEO
| The Devon Group
Siona
Henderson |
Chief of Great People
| Streetsense
Toni
Gates |
Chief Human Resources Officer
| Reliant Rehabilitation
3:00 pm
-
3:45 pm
Breakout Session Practical Ideas & Takeaways
View Tracks +
HR Track - 5 Ways to Use PlanSource to Achieve Your Goals
+
3:00 pm - 3:45 pm
HR Track

It’s easy to get overwhelmed by the long-term goals like “improving employee engagement” or “cutting benefits costs”. In this session, we’ll break down the big picture into smaller, easier steps that you can take right away to get you that much closer to your benefits and HR goals.

How to Future Proof Your Business
+
3:00 pm - 3:45 pm
Advisor Track

We are moving to a world that will be controlled by what we carry around in the palm of our hand. Decisions will be made about you based on an experience that occurs in the digital world, an interaction with your online brand before personal contact is even made. Whether it’s a consumer making buying decisions about a product or service or potential new talent looking for a job – brand will be everything. Join this session to discuss the implications of the digital transformation and how to use your brand to “future-proof” your business.

Frank
B. Mengert |
Founder
| ebm
3:45 pm
-
4:15 pm
Networking Break and Sponsor Expo
4:15 pm
-
5:00 pm
SaaSy Talk: Putting Innovation into Practice

Ready to get SaaSy? Join us for the only talk show at Eclipse devoted to cloud computing and Software as a Service issues. Featuring celebrity guests from across the industry, the show gives a behind-the-scenes, practical look at how to breathe new life into benefits.

Bradley
Taylor |
EVP, Strategic Partnerships
| PlanSource
Kate
Taylor |
President & COO
| Benefit Technology Resources
Meredith
Ryan-Reid |
Head of Financial Wellness and Engagement
| MetLife
Srinivasan
Venkatramani |
Chief Product and Technology Officer
| PlanSource
6:30 pm
-
9:30 pm
Eclipse Bash

Experience Spanish culture, food and flair at the historic Mission San Juan Capistrano. Founded in 1775, The Historic Mission San Juan Capistrano is an idyllic setting of lush gardens, beautiful fountains, museum rooms, original adobe buildings and the famous Great Stone Church.

6:15 am
-
7:00 am
Rise & Shine Activity
7:30 am
-
8:15 am
Breakfast
8:30 am
-
9:05 am
Is Child Care the Key to Closing the Gender Pay Gap?

While two-thirds of American households are dual-income, the workplace is still designed for a single breadwinner family. This mismatch has wreaked serious consequences on the talent pool and employee satisfaction. Employers are waking up to the demands of this new modern family and stepping up with child care benefits at an unprecedented rate.

Katelin
Holloway |
Former VP of People & Culture
| Reddit
Shadiah
Sigala |
Co-founder, CEO
| Kinside
9:15 am
-
10:00 am
Embrace Complexity! How to Build Successful Benefits Programs for Associations

Benefits administration plays a big role in purchasing for large, complex groups such as multiple employer welfare arrangements, associations, consortiums and alliances. These groups typically join forces to gain efficiencies and advantages in their medical spend. However, the complexity of these arrangements and legislation governing them makes it a complicated matter. Join us to hear how to cut through the complexities and build association benefits programs that are beneficial for members and reduce costs.

Jodi
Gruber |
Regional Sales Director
| PlanSource
10:00 am
-
10:15 am
Wellness and Networking Break
10:15 am
-
10:45 am
Workplace Well-Being–The Gift That Keeps on Giving: How to Build a Holistic Wellness Program from the Ground Up

A whopping 87% of employees say they consider health and wellness when choosing an employer. Your current and future team members care about the wellness opportunities you offer, and your bottom line should, too. Companies with a highly engaged workforce are 21% more profitable (Gallup), and for every dollar invested in wellbeing, companies are seeing $3.27 in savings (Sprout). But, if you’re looking to build or grow a health and wellness program, it can be overwhelming to know where to start. Join Dr. Stacy Cutrono, Ultimate Software’s Wellness Coach and the driver of Ultimate’s award-winning culture and diversity and inclusion programs, as she gives you actionable advice on how to build an effective and holistic wellness program that fosters employee belonging, engagement, and loyalty.

Stacy
Cutrono |
Wellness Coach
| Ultimate Software
10:45 am
-
11:15 am
Fireside Chat with Dayne Williams
11:15 am
-
Lunch - Grab & Go or Network & Stay
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